Connect Heartbeat and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
New Thread
On group join
New User
New Event Rsvp
New or Updated User
Course completed
Choose an Action
Automatically do this!
Create a new Lead
Create an opportunity
Fetch all available fields in a specific module
Create a Contact
Create Ticket
Create a Company
Create a Campaign
Update a lead
Insert or Update Data With Linking Module
Update an Account
Search an User
Create lead
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Create Event Member
Update a Ticket
Ready to use Heartbeat and Sangam CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
On group join
Triggers when a user joins a group
New User
Triggers when a new user joins your community through an invitation link.
New Event Rsvp
Triggers when the user RSVP'd "Yes" OR confirms the event invitation.
New or Updated User
Triggers when a new user joins your community or their information is updated.
Do thisActions
Action is the task that follows automatically within your Heartbeat integrations.
Add user to group
Add members to a group.
Create a Group
Creates a new Group in your Heartbeat community.
Remove User from Group
Remove members from a group.
Find User
Find the user by their E-mail id.
Create a Channel
Creates a new Channel in your Heartbeat community.
Create a Thread
Creates a new thread.
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Step by step guides to integrate Heartbeat and Sangam CRM
Frequently Asked Questions
To start, connect both your Heartbeat and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Heartbeat triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Heartbeat data is recorded in Sangam CRM. This includes choosing which data fields go into which fields of Sangam CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Heartbeat and Sangam CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Heartbeat and Sangam CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn MoreAbout Sangam CRM
Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.
Learn More
